Invests in
Sectors:
Min Investment:
$100,000.00Max Investment:
$2,000,000.00Target Investment:
$250,000.00
Skills
Lists including Jonathan
Work Experience
2022
Chief Of Staff
2022
2019 - 2022
Manager
2021 - 2022
Senior Consultant
2019 - 2021
2017 - 2019
Senior Analyst
2019 - 2019
Analyst
2018 - 2019
Associate Analyst
2017 - 2018
2016 - 2017
Associate
2016 - 2017
• Audited FTSE 100 and S&P 100 financial institutions • Conducted due diligence and deliverable reviews for clients within Financial Decisions and Analysis • Used zero-based budgeting to allocate inventory and equipment for various units within a government department • Passed first three ACA exams on first attempt: Accounting, Tax and Audit
2016 - 2016
Data Insights
2016 - 2016
2012 - 2016
Student
2012 - 2016
2015 - 2015
Intern | Deloitte Consulting Incubator
2015 - 2015
•Created an extensive educational pack for new incubatees focusing on Lean principles and using materials gained from London Business School’s Entrepreneurship Summer School •Consolidated the Deloitte Consulting Incubator budget and implemented new data visualization techniques
2014 - 2014
Summer Intern
2014 - 2014
• Valued an Oil & Gas firm for potential acquisition, supported by a DCF Model, which the M&A team used during initial meetings with the potential target and in the decision making process • Conducted research and prepared presentations for specific clients at the Innovation Centre, developed growth opportunities for clients using future market trends and Big Data
2013 - 2013
Sales Intern
2013 - 2013
• Identified opportunities for improving services and sales of Thomson Reuters’ main platform (Eikon) and messaging service, made recommendations based on time and resource considerations • Interviewed customers from major financial institutions and asset classes, analyzed feedback to help identify opportunities for improvement • Led a team of four to improve financial reporting within Salesforce, resulting in fewer errors on the platform
2011 - 2011
Work Experience
2011 - 2011
• Supported the trading desk during the Eurozone crisis, leading to a steep learning curve • Understood how traders managed risk during this turbulent time in the market • Learned about technical and fundamental trading, ending the week by helping to trade SX7 EURO STOXX • Received training for the use of Bloomberg terminals